Marcum Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Marcum Wealth, LLC holds 35,500 shares of DFUV stock, worth $1.6 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

35,500

Previous 35,376 0.35%

Holding current value

$1.6 Million

Previous $1.45 Million 0.28%

% of portfolio

0.13%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$39.96 - $43.3 $4,955 - $5,369	124 Added 0.35%	35,500 $1.45 Million
Q4 2024 Jan 13, 2025	BUY	$40.38 - $44.35 $5,330 - $5,854	132 Added 0.37%	35,376 $1.45 Million
Q3 2024 Oct 08, 2024	BUY	$38.51 - $41.69 $5,006 - $5,419	130 Added 0.37%	35,244 $1.47 Million
Q2 2024 Jul 02, 2024	BUY	$38.53 - $40.76 $5,278 - $5,584	137 Added 0.39%	35,114 $1.38 Million
Q1 2024 Apr 10, 2024	BUY	$36.22 - $40.9 $3,984 - $4,499	110 Added 0.32%	34,977 $1.43 Million

Q4 2023 Jan 10, 2024	BUY	$31.85 - $37.39 $3,726 - $4,374	117 Added 0.34%	34,867 $1.3 Million
Q3 2023 Oct 10, 2023	SELL	$33.83 - $36.19 $2,774 - $2,967	-82 Reduced 0.24%	34,750 $1.18 Million
Q2 2023 Jul 13, 2023	BUY	$32.32 - $34.5 $4,912 - $5,244	152 Added 0.44%	34,832 $1.2 Million
Q1 2023 Apr 19, 2023	BUY	$31.9 - $35.83 $4,370 - $4,908	137 Added 0.4%	34,680 $1.16 Million
Q4 2022 Jan 12, 2023	SELL	$30.23 - $35.36 $4,232 - $4,950	-140 Reduced 0.4%	34,543 $0
Q3 2022 Oct 11, 2022	BUY	$29.6 - $34.78 $976 - $1,147	33 Added 0.1%	34,683 $1.03 Million
Q2 2022 Jul 14, 2022	BUY	$30.92 - $35.31 $1.07 Million - $1.22 Million	34,650 New	34,650 $1.1 Million

Others Institutions Holding DFUV

# of Institutions

767

Shares Held

246M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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Marcum Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History